In this LIVE FOMC meeting reaction, we’re bringing together three of the sharpest minds in macro – Joseph Wang, Brent Donnelly, and Bob Elliott – to break down the Fed interest rate..

In this episode, Danny Dayan breaks down his framework for analyzing financial conditions and their real-time impact on growth and inflation. He explains why traditional rate transmission mechanisms are breaking down, how..

This week, Felix and Quinn unpack the Fed independence drama following Trump’s visit to Powell, explore the long-term implications of politicizing monetary policy, and preview next week’s pivotal QRA. They discuss how..

In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and a weakening U.S. dollar. He explains how tariff shocks, long-end..

This week, Le Shrub joins the show to lay out his barbell portfolio strategy and "GAG" (Golden Age of Grift) thesis. We discuss fiscal dominance, bond market dysfunction, yield curve control, and..

In this episode, Senior Research Fellow at Mercatus Center and host of Macro Musings David Beckworth breaks down the rising risks of fiscal dominance—when the Fed prioritizes government solvency over price stability...

In this episode, Raoul Pal and Julien Bittel explain their "Everything Code" framework showing how global debt cycles, demographics, and liquidity drive all asset prices. They argue fiat debasement is running at..

In this live panel from Permissionless IV, we unpack the rapid rise of token acquisition vehicles like MicroStrategy and Defi Dev Corp. We explore why institutions are using these vehicles to accumulate..

This week, we dive into the latest jobs and unemployment data surprises, the hidden role of immigration in labor force changes, and why both political parties are terrible. We also dig into..

In this panel live from Permissionless IV, we discuss what TradFi can learn from crypto, from instant settlement and transparent markets to permissionless synthetic dollars and on-chain leveraged trading. We cover stablecoin..

In this special bonus episode, we dive into the takeaways from Permissionless IV, unpacking the biggest industry narratives and themes shaping crypto today. We discuss the future of stablecoins, give a candid..

In this live Forward Guidance Roundup, we discuss geopolitics and the "peace dividend" theory from Pippa Malmgren, potential Fed regime shifts toward fiscal dominance, Trump’s pressure on FOMC board members, and the..